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This article supports Treasure Data (v5) BetaFunnels is a legacy feature. Learn more about Treasure Data Journey Customer Orchestration, a premium feature currently in Beta that will replace Funnels.

You can easily control who can and cannot access folders and their data through Treasure Data's policies and permissions. Administrators need to configure folder permissions of a parent segment in Treasure Data V4Workbench.

How it Works

Folder-based permissions include two permission types:

  • View permission.  Allows users to view the information and content of an entity in the folder (for example, segment, funnel, predictive scoring).
  • Full Control permission. Allows users to read, create, update, and delete any entity in a folder. A user with Full Control permission for a parent folder can also create subfolders in the parent folder. The ability for individuals with Full Control permission to create subfolders is specific to Treasure Data (v5). In Treasure Data (v4), only   Only administrators can create folders in Audience Studio (Legacy).

Folder-based permissions characteristics:

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  • Users can be assigned either View permission or Full-control permissions to a folder. That permission applies to every entity that’s included in a folder, regardless of entity type (for example, segment, journeyfunnel, predictive scoring, and so on).
  • The policy-based database permissions policy is additive.

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Log in to the TD Console
(v4)
.
Navigate to Control Panel > Policies.
Select a policy.
Select the Permissions tab and scroll down to Audience Studio.
Select a master segment and then select Add.
To update the master segment, select the pencil icon to make edits.   

A pop-up displays all of the folders associated with the master segment.



Choose one of the following:
  • Set permissions for All Segment Folders (including child folders) in the selected segment.  

If you choose this option, the permissions are for all folders in both Treasure Data Audience Studio (v4Legacy) and Treasure Data (v5) Audience Studio for the same parent segment.

To set all folders for Treasure Data (v5)Audience Studio, select the root folder.
Note: You cannot use the All Segment Folders option to select all folders in Treasure Data Audience Studio (v4Legacy). You must select each folder individually.

  • Select a folder and then set permissions. 
Select Save to apply your permissions.

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